Civic Intelligence

Don Sherwood Endowment Charitable Trust Fund Rotary Club Walla Walla

990EZ • Fiscal year 2021 • EIN 91-1823640

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 08, 2021

Organization ProfileN/A
PO Box 418Walla Walla, WA 99362

(509) 529-9122

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

128%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$453,208

Flat from 2021

Net Assets

$453,208

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Flat

$25,845

Flat from 2021

Expenses

Flat

$21,760

Flat from 2021

Net Income

Flat

$4,085

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $301,745Net Assets 2010: $301,7452010Assets 2011: $349,279Net Assets 2011: $349,2792011Assets 2012: $351,838Net Assets 2012: $351,8382012Assets 2013: $382,276Net Assets 2013: $382,2762013Assets 2014: $423,517Net Assets 2014: $423,5172014Assets 2015: $409,195Net Assets 2015: $409,1952015Assets 2016: $361,910Net Assets 2016: $361,9102016Assets 2017: $390,993Net Assets 2017: $390,9932017Assets 2018: $401,640Net Assets 2018: $401,6402018Assets 2019: $393,308Net Assets 2019: $393,3082019Assets 2020: $383,285Net Assets 2020: $383,2852020Assets 2021: $453,208Net Assets 2021: $453,2082021Assets 2021: $453,208Liabilities 2021: $02021Assets 2022: $371,684Net Assets 2022: $371,6842022Assets 2023: $364,831Liabilities 2023: $02023Assets 2024: $442,326Liabilities 2024: $02024Assets 2025: $478,190Net Assets 2025: $478,1902025

Highlighted filing

2021

Assets$453,208
Liabilities-
Net Assets$453,208
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2010: $6,523Expenses 2010: $21,734Net Income 2010: -$15,2112010Revenue 2011: $13,276Expenses 2011: $20,392Net Income 2011: -$7,1162011Revenue 2012: $32,528Expenses 2012: $19,415Net Income 2012: $13,1132012Revenue 2013: $25,707Expenses 2013: $20,200Net Income 2013: $5,5072013Revenue 2014: $27,530Expenses 2014: $20,327Net Income 2014: $7,2032014Revenue 2015: $17,768Expenses 2015: $5,683Net Income 2015: $12,0852015Revenue 2016: $11,539Expenses 2016: $38,570Net Income 2016: -$27,0312016Revenue 2017: $15,199Expenses 2017: $21,933Net Income 2017: -$6,7342017Revenue 2018: $15,940Expenses 2018: $21,770Net Income 2018: -$5,8302018Revenue 2019: $17,365Expenses 2019: $21,604Net Income 2019: -$4,2392019Revenue 2020: $11,356Expenses 2020: $21,379Net Income 2020: -$10,0232020Revenue 2021: $25,845Expenses 2021: $21,760Net Income 2021: $4,0852021Revenue 2021: $25,845Expenses 2021: $21,760Net Income 2021: $4,0852021Revenue 2022: $8,423Expenses 2022: $23,122Net Income 2022: -$14,6992022Revenue 2023: $8,186Expenses 2023: $15,039Net Income 2023: -$6,8532023Revenue 2024: $8,405Expenses 2024: $15,374Net Income 2024: -$6,9692024Revenue 2025: $625Expenses 2025: $21,984Net Income 2025: -$21,3592025

Highlighted filing

2021

Revenue$25,845
Expenses$21,760
Net Income$4,085
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 8, 2021
Return Version
2020v4.0
Gross Receipts
$25,845
Mission and Program Overview

Mission

Education support-raise funds for an endowment which is invested with the blue mountain community foundation. Distributions are used for scholarships for local colleges. The colleges select worthy students.

To provide scholarships to local students.

Program Services

DescriptionGrantsExpenses
Annually donations are made to this endowment fund, primarily from Rotary Club Members. However, periodically major fund drives are made to add to the endowment which results in higher donations during those years. The Sherwood Trust, a private foundation, has made matching grants to encourage donations. These large donations tip the calculation of public support to less than the 33-1/3% that is required. The Rotary Club board members, which also govern the Don Sherwood Endowment Charitable Trust, is voted on by over 200 Rotary members, thus broadly representing the community and general public. Thus the organization believes it meets the facts and circumstances test.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom OsbornGovernor-$0--
William EricksonGovernor-$0--
Debbie WilliamsGovernor-$0--
Elizabeth ChamberlainGovernor-$0--
Jan CornGovernor-$0--
Charles DesalvoGovernor-$0--
Filing and Contact Details

Filer

Filer Name
Don Sherwood Endowment Charitable Trust
EIN
91-1823640
Phone
5095299122
Address
PO Box 418, Walla Walla, WA 99362

Signing Officer

Name
William Erickson
Title
Governor
Signed
2021-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Fondahn CPA
Address
29 E Sumach St, Walla Walla, WA 99362
Preparer
Joe Fondahn
Phone
5095404576
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $17484”

Other Assets.1

“Adjustment to Market - Beginning $26712 Adjustment to Market - Ending $0”

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walla Walla
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0356573
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt08361
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tom Osborn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Erickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debbie Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Chamberlain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jan Corn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Charles Desalvo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Governor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026712
IRS990EZ/OtherChangesInNetAssetsAmt065838
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to local students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annually donations are made to this endowment fund, primarily from Rotary Club Members. However, periodically major fund drives are made to add to the endowment which results in higher donations during those years. The Sherwood Trust, a private foundation, has made matching grants to encourage donations. These large donations tip the calculation of public support to less than the 33-1/3% that is required. The Rotary Club board members, which also govern the Don Sherwood Endowment Charitable Trust, is voted on by over 200 Rotary members, thus broadly representing the community and general public. Thus the organization believes it meets the facts and circumstances test.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021760
IRS990EZ/TotalRevenueAmt025845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017484
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08361
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt025845
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $17484
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
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ReturnHeader/Filer/PhoneNum05095299122
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ReturnHeader/Filer/USAddress/ZIPCd099362
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261110804
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walla Walla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099362
ReturnHeader/PreparerPersonGrp/PhoneNum05095404576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Fondahn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-08T14:34:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Erickson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,208
Liabilities
-
Net assets
$453,208
Revenue
$25,845
Expenses
$21,760
Net income
$4,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$4.78$0.01$0.22$0.21
2024Summary only. Only limited summary data is available for this year.$4.42$0.00$0.08$0.15$0.07
2023Summary only. Only limited summary data is available for this year.$3.65$0.00$0.08$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$3.72$0.08$0.23$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.53$4.53$0.26$0.22$0.04
2021Summary only. Only limited summary data is available for this year.$4.53$0.00$0.26$0.22$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$3.83$0.11$0.21$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$3.93$0.17$0.22$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$4.02$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.91$3.91$0.15$0.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$3.62$0.12$0.39$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.09$4.09$0.18$0.06$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.24$4.24$0.28$0.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$3.82$0.26$0.20$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$3.52$0.33$0.19$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$3.49$0.13$0.20$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$0.07$0.22$0.15